● Investigation
The Age of the Vengeful Supply Side
A Deutsche Bank strategy note sounds the end of secular stagnation: scarcity, structural inflation and durably high rates. Anatomy of a supply-constraint regime.
● Investigation
The financial repression trap
Between the activation of Article 21c of CRD 6 and record public over-indebtedness, the European Union is reactivating a historical mechanism: holding capital within its borders.